Episode 42 - Designing a Digital Onboarding for New Customers that will Definitely Deepen Relationships
Manage episode 353479329 series 2994499
On-boarding programs is not a one-size fits all approach. Your financial institution should have different onboarding programs for the various types of customers including:
- New Customers
- Current Customers
- Direct Customers
- Indirect Customers
The FI GROW team discusses best onboarding practices to get a larger share of customers' wallets.
81 Episoden